Chien Yeh

Educator @Money Management Educators, Inc

Roseville, CA, US
EMAILS
c•••••••@mmeducators.org
MOBILE NUMBERS
+19•••••••24

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WORK HISTORY

Jan 2014 — Present

Educator @Money Management Educators, Inc

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San Francisco, CA, US

Since 1989, Money Management Educators has been providing our interactive seminars for corporations across the United States – both large and small. Staffed with volunteer instructors, we are an ‘education only’ nonprofit company. We are passionate about financial wellness education and our instructors are committed to teaching others how to take ownership of their financial future.I am a featured speaker and provide individual consultations at some of the leading high-tech and biotech companies in the bay area.

SKILLS

401(K) RolloversWealth Preservation PlanningLegaciesMulti-Generational Wealth TransferEstate PlanningKey Person ProtectionInsuranceRetirement PlanningSuccession PlanningRetirementGifting StrategiesInvestmentsAsset ProtectionSmall BusinessMulti-Generational Planning

ABOUT CHIEN YEH

Why did I become a Financial Advisor? I always loved working with numbers but also…

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Chien Yeh — Email, Phone Number & Contact Info | Unifers